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WisdomTree Emerging Markets Local Debt Fund

45 hedge funds and large institutions have $39.7M invested in WisdomTree Emerging Markets Local Debt Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

17% more capital invested

Capital invested by funds: $34.1M → $39.7M (+$5.64M)

8.12% more ownership

Funds ownership: 53.7%61.82% (+8.1%)

6% less funds holding

Funds holding: 4845 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
1
Vontobel Holding
Switzerland
$11.1M +$222K +8,489 +2%
Bank of America
2
Bank of America
North Carolina
$6.72M +$135K +5,158 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.52M +$5.4M +206,442 New
EWM
4
Elmwood Wealth Management
California
$2.9M -$40.3K -1,542 -1%
IP
5
Ignite Planners
California
$2.76M +$285K +10,919 +12%
Wells Fargo
6
Wells Fargo
California
$2.75M -$378K -14,453 -12%
Morgan Stanley
7
Morgan Stanley
New York
$1.53M -$251K -9,619 -14%
Jane Street
8
Jane Street
New York
$1.18M -$383K -14,650 -25%
Goldman Sachs
9
Goldman Sachs
New York
$618K
NS
10
NBC Securities
Alabama
$555K +$542K +20,736 +103,680%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$527K +$2.61K +100 +0.5%
UBS Group
12
UBS Group
Switzerland
$466K +$13.2K +506 +3%
TCFP
13
Treasure Coast Financial Planning
Florida
$361K -$157 -6 -0%
LPL Financial
14
LPL Financial
California
$354K -$134K -5,140 -28%
NWAG
15
Net Worth Advisory Group
Utah
$324K +$6.51K +249 +2%
IA
16
Insight Advisors
Pennsylvania
$293K +$5.54K +212 +2%
VA
17
Valmark Advisers
Ohio
$242K -$915 -35 -0.4%
RA
18
RFG Advisory
Alabama
$236K +$3.55K +136 +2%
Betterment LLC
19
Betterment LLC
New York
$214K +$209K +7,985 New
OIA
20
OneDigital Investment Advisors
Kansas
$211K -$25.9K -991 -11%
SAM
21
Smartleaf Asset Management
Massachusetts
$163K +$11.6K +445 +8%
HI
22
Harbour Investments
Wisconsin
$104K +$19.2K +733 +23%
JP Morgan Chase
23
JP Morgan Chase
New York
$91.9K -$76.1K -2,913 -46%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$88K -$31.7K -1,214 -27%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$50K

ELD Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q1 2025, worth a combined $39.7M — up 17% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ELD and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 17 added.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $5.4M. The largest seller was Haven Private, exiting entirely with an estimated $895K sold.

  • 45 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q1 2025, down from 48 in Q4 2024.
  • Funds reported $39.7M of WisdomTree Emerging Markets Local Debt Fund stock for Q1 2025, up 17% quarter-over-quarter.
  • 5 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q1 2025 was Bank of New York Mellon, an estimated $5.4M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q1 2025 was Haven Private, an estimated $895K sold.

Based on aggregated 13F filings for Q1 2025.